Added to YB: 2025-05-01
Pitch date: 2025-04-30
GEV [neutral]
GE Vernova Inc.
+75.37%
current return
Author Info
No bio for this author
Company Info
GE Vernova Inc., an energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Americas, the Middle East, and Africa.
Market Cap
$169.7B
Pitch Price
$383.01
Price Target
N/A
Dividend
0.16%
EV/EBITDA
48.37
P/E
101.87
EV/Sales
4.36
Sector
Electrical Equipment
Category
growth
JRo's Notes: GE Vernova Q1:2025 Earnings
GEV (earnings update): High demand for gas turbines, 29GW backlog + 21GW slot reservations (1/3 for data centers). Gas sold out thru 2027, pricing power growing. Q1: Rev +11% (15% organic), margins +480bps, $975M FCF (369% conv). $123B total backlog (60%+ services). Reaffirmed 2025 guidance despite $300-400M tariff impact. 2028 targets: high-single digit growth, 14% EBITDA margins, $14B cumulative FCF. Repurchased $1.5B stock YTD.